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Interview with Jay Parikh, EVP of CoreAI Microsoft 00:00 - Intro 00:25 - Microsoft's Core AI Team 05:08 - In-Person Work Culture 10:15 - How AI Changes Engineering Roles 15:24 - Data Centers & Power Constraints 19:00 - AI Bubble & Dark GPUs 22:34 - Model efficiency 25:17 -... show more

Matthew Berman

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40,617 görüntüleme • 7 ay önce •via X (Twitter)

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Rowan Cheung

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Fable is still banned... 00:00 Intro 02:28 Cursor x SpaceX 06:30 Cursor Platform 10:21 New Cursor Model 18:05 Open Weights 25:39 Security + Google 47:18 Research Jobs 51:29 AI Regulation 01:08:20 Mythos Panic 01:29:25 Q&A

Fable is still banned... 00:00 Intro 02:28 Cursor x SpaceX 06:30 Cursor Platform 10:21 New Cursor Model 18:05 Open Weights 25:39 Security + Google 47:18 Research Jobs 51:29 AI Regulation 01:08:20 Mythos Panic 01:29:25 Q&A

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EPISODE 142: Understanding the AI Wave Joe Lonsdale sits down with 8VC Partners Alex Kolicich & Jack Moshkovich Why is AI fundamentally disruptive? What does it mean for large software incumbents? Will LLMs become commodities? And are we entering a bubble, or just getting started? (00:00) Episode intro (01:40) Smart enterprise thesis (04:00) Did enterprise software dramatically boost productivity? (08:30) Understanding the AI wave (11:45) Will LLMs become commodities? (17:10) OpenAI vs Anthropic vs Meta vs Grok (20:30) Frontier models vs enterprise incumbents (25:27) What did Palantir get right? (32:30) AI case studies/new possibilities (43:00) The most surprising aspect of the AI wave (46:12) Are we entering a bubble? Or just getting started? (52:40) Biggest concern with AI (58:00) Biggest reason for optimism

EPISODE 142: Understanding the AI Wave Joe Lonsdale sits down with 8VC Partners Alex Kolicich & Jack Moshkovich Why is AI fundamentally disruptive? What does it mean for large software incumbents? Will LLMs become commodities? And are we entering a bubble, or just getting started? (00:00) Episode intro (01:40) Smart enterprise thesis (04:00) Did enterprise software dramatically boost productivity? (08:30) Understanding the AI wave (11:45) Will LLMs become commodities? (17:10) OpenAI vs Anthropic vs Meta vs Grok (20:30) Frontier models vs enterprise incumbents (25:27) What did Palantir get right? (32:30) AI case studies/new possibilities (43:00) The most surprising aspect of the AI wave (46:12) Are we entering a bubble? Or just getting started? (52:40) Biggest concern with AI (58:00) Biggest reason for optimism

American Optimist

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Building the Digital Messiah : Jeffy Yu on $ZEREBRO and the Future of AI 00:00 - The Journey Begins 01:20 - Jeffy Yu's Origin Story 03:30 - The AI Misunderstanding 05:30 - Enter Zerebro: The Game-Changer 06:48 - AI Obsession: Idolizing Intelligence 08:56 - Drawing the Line: Ethics in AI 13:15 - Zerebro's Creative Edge 16:55 - Longevity & Sustainability 19:00 - Zereborn's: What's Next? 20:00 - zerebro vs. terminal of truths 21:50 - Over-saturation of AI agents 24:00 - Jeffy’s AI Wishlist 25:30 - Ben Affleck's thoughts on AI Authenticity 28:55 - Countdown to AGI 30:00 - Questions from DFarmer & zerebro 32:17 - Life After AI: What's on the Horizon? 34:35 - Cyberpunk or Terminator: Which Future? 35:57 - The Final Word: Alpha

Building the Digital Messiah : Jeffy Yu on $ZEREBRO and the Future of AI 00:00 - The Journey Begins 01:20 - Jeffy Yu's Origin Story 03:30 - The AI Misunderstanding 05:30 - Enter Zerebro: The Game-Changer 06:48 - AI Obsession: Idolizing Intelligence 08:56 - Drawing the Line: Ethics in AI 13:15 - Zerebro's Creative Edge 16:55 - Longevity & Sustainability 19:00 - Zereborn's: What's Next? 20:00 - zerebro vs. terminal of truths 21:50 - Over-saturation of AI agents 24:00 - Jeffy’s AI Wishlist 25:30 - Ben Affleck's thoughts on AI Authenticity 28:55 - Countdown to AGI 30:00 - Questions from DFarmer & zerebro 32:17 - Life After AI: What's on the Horizon? 34:35 - Cyberpunk or Terminator: Which Future? 35:57 - The Final Word: Alpha

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Bg2 Pod

35,410 görüntüleme • 6 ay önce

SPECIAL: How Erik Voorhees Built the Leading Private, Uncensored AI Venice Timestamps: 00:00 Intro & ShapeShift Origin Story 05:25 Did Crypto Play Out as Expected? 06:25 AI vs. Crypto: Are They Similar? 07:23 What Is Venice AI? 09:38 From ShapeShift to Venice 10:31 Censorship in AI & the Open Source Alternative 11:38 Hibachi, infiniFi Ads 12:00 Are AI Labs Too Censored? 13:24 Relay Ad 13:41 Geopolitics: Chinese Open Source vs. US Closed Models 14:15 SBF, the Anthropic Investment & Crypto Scammers 16:26 NearCon, Illia & the AI/Crypto Convergence

SPECIAL: How Erik Voorhees Built the Leading Private, Uncensored AI Venice Timestamps: 00:00 Intro & ShapeShift Origin Story 05:25 Did Crypto Play Out as Expected? 06:25 AI vs. Crypto: Are They Similar? 07:23 What Is Venice AI? 09:38 From ShapeShift to Venice 10:31 Censorship in AI & the Open Source Alternative 11:38 Hibachi, infiniFi Ads 12:00 Are AI Labs Too Censored? 13:24 Relay Ad 13:41 Geopolitics: Chinese Open Source vs. US Closed Models 14:15 SBF, the Anthropic Investment & Crypto Scammers 16:26 NearCon, Illia & the AI/Crypto Convergence

The Rollup

47,718 görüntüleme • 4 ay önce

There's a reason Cognition keeps winning deals against companies 10x their size. Vivek Gopalan sat down with Theodor Marcu, Bryce Hunt and Moritz Stephan (all former founders!) to discuss hiring philosophy, infinity stories, enterprise coding agents, and what it actually takes to compete. (00:00) Introduction (03:45) Cognition team & hiring philosophy (06:00) Infinity stories (13:15) Product surface area and future goals (17:20) Activation energy, experimentation, and customer-driven innovation (19:00) Adoption, operational changes, and ownership (22:05) Vibe coding hot takes (24:15) AI-first engineering organizations and managing AI agents (28:40) Future of software engineering roles and misconceptions about Devin (30:00) Model development, learnings, and Cognition's journey in vertical integration (38:10) What should you do as a new grad?

There's a reason Cognition keeps winning deals against companies 10x their size. Vivek Gopalan sat down with Theodor Marcu, Bryce Hunt and Moritz Stephan (all former founders!) to discuss hiring philosophy, infinity stories, enterprise coding agents, and what it actually takes to compete. (00:00) Introduction (03:45) Cognition team & hiring philosophy (06:00) Infinity stories (13:15) Product surface area and future goals (17:20) Activation energy, experimentation, and customer-driven innovation (19:00) Adoption, operational changes, and ownership (22:05) Vibe coding hot takes (24:15) AI-first engineering organizations and managing AI agents (28:40) Future of software engineering roles and misconceptions about Devin (30:00) Model development, learnings, and Cognition's journey in vertical integration (38:10) What should you do as a new grad?

8VC

753,119 görüntüleme • 2 ay önce